That’s it! As always, we are available to help with all of your organizations Office 365 needs. Or, in Microsoft To-Do, turn on Assigned to Me. To see all tasks assigned to you across all plans, select My tasks in the left pane. Select Schedule to see where your tasks are on a calendar.To add the schedule to Outlook, select the three dots … next to Schedule and then select Add plan to Outlook calendar.Select Charts to visually see the status of tasks, progress of tasks in each bucket, and availability of team members.View status, calendar, and all task assigned to you

Select a task to add more details: assign, progress, due date, description, checklist, attachments, comments.To complete a task, select the checkmark on the task card.Select Group by, Due date and drag the task to another bucket to change the due date.Select Group by and select an option: Bucket, Assigned to, Progress, Due date, or Labels.Enter a key word or select a Due date, Label, Bucket, or Assignment.To clear a filter, select Clear.Select or clear the checkboxes to select your notification preferences, and select Save.Select the Settings gear icon and then Notifications.Select Assign and select a team member.To make a plan a favorite, select the three dots … next to the plan name, and then Add to favorites.Īdd a Planner tab in Teams to make it convenient to collaborate with your team on your plan, have conversations, and share files all in one place.Select a plan in your Planner hub in Recent plans or All plans.

When you select New plan to create a plan in Planner, a new group is created with the same name, unless you select Add to an existing group.

To pin Planner to the top level of the app launcher, select the three dots, then Pin to launcher.

Select the App launcher, All apps, then Planner.

Here is a quick run-down of the basic use of planner, directly from Microsoft: Open Planner It’s very intuitive and ties conveniently in to the greater Microsoft 365 ecosystem. You can create tasks with applied checklists, assign them to team members, sync them to a calendar for scheduling, and more.

It is great for organizing a team to collaborate on tasks for new projects. A little known, highly useful application included with Office 365 (now Microsoft 365) is Planner.

365 planner